WealthPLAN Partners’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

WealthPLAN Partners’s Portfolio IGIB Stock Details IGIB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,206	Closed	-$205K	–	330
2023 Q3	$205K	Hold	4,206	–	–	0.02%	298
2023 Q2	$213K	Sell	4,206 -888	-17%	-$45.1K	0.03%	285
2023 Q1	$261K	Buy	5,094 +643	+14%	+$32.6K	0.03%	269
2022 Q4	$225K	Buy	+4,451	New	+$218K	0.02%	357
2022 Q1	$535K	Buy	10,253 +1,179	+13%	+$66.8K	0.04%	242
2021 Q4	$525K	Hold	9,074	–	–	0.03%	247
2021 Q3	$539K	Sell	9,074 -423	-4%	-$25.7K	0.04%	243
2021 Q2	$575K	Hold	9,497	–	–	0.04%	213
2021 Q1	$567K	Hold	9,497	–	–	0.04%	207
2020 Q4	$582K	Hold	9,497	–	–	0.05%	197
2020 Q3	$579K	Buy	9,497 +691	+8%	+$42.1K	0.06%	181
2020 Q2	$537K	Buy	+8,806	New	+$513K	0.06%	178
2016 Q3	$116K	Sell	2,092 -3,954	-65%	-$220K	0.04%	215
2016 Q2	$17.1K	Buy	+6,046	New	+$333K	﹤0.01%	1488
2015 Q4	$13.6K	Buy	+2,906	New	+$157K	﹤0.01%	1056
2015 Q2	–	Sell	-758	Closed	-$42K	–	472
2015 Q1	$42K	Buy	+758	New	+$41.8K	0.02%	254

Other funds holding IGIB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

JSTA

Japan Science & Technology Agency Tokyo, Japan $5.29B AUM 8.96% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

WealthPLAN Partners's IGIB Position: Q4 2023 in Review

WealthPLAN Partners sold out of iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) in Q4 2023, closing a stake of 4,206 shares — an estimated $205K sold.

WealthPLAN Partners first reported a position in IGIB in Q1 2015 and held it in 16 quarters. The position peaked at $582K in Q4 2020. 552 funds tracked by Wall St. Rank hold IGIB as of Q4 2023.

WealthPLAN Partners reported no remaining iShares 5-10 Year Investment Grade Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
WealthPLAN Partners sold 4,206 iShares 5-10 Year Investment Grade Corporate Bond ETF shares in Q4 2023, an estimated $205K.
WealthPLAN Partners first reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 16 quarters.
WealthPLAN Partners's iShares 5-10 Year Investment Grade Corporate Bond ETF position peaked at $582K in Q4 2020.
552 funds tracked by Wall St. Rank held iShares 5-10 Year Investment Grade Corporate Bond ETF as of Q4 2023.

Based on WealthPLAN Partners's 13F filing for Q4 2023, filed 5 Jan 2024.